Estate & Trust Organizer Estates & Trusts Please enable JavaScript in your browser to complete this form.Taxpayer Name *FirstLastEstate/Trust NameEIN #AddressAddress Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeDate createdDateTimeName of FiduciaryFiduciary SSNPhoneAddress of FiduciaryAddress Line 1Address Line 2CityAlabamaAlaskaArizonaArkansasCaliforniaColoradoConnecticutDelawareDistrict of ColumbiaFloridaGeorgiaHawaiiIdahoIllinoisIndianaIowaKansasKentuckyLouisianaMaineMarylandMassachusettsMichiganMinnesotaMississippiMissouriMontanaNebraskaNevadaNew HampshireNew JerseyNew MexicoNew YorkNorth CarolinaNorth DakotaOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVermontVirginiaWashingtonWest VirginiaWisconsinWyomingStateZip CodeEmail *Check all that applyEstateSimple trustComplex trustGrantor trustFirst yearLast yearLast year LayoutName *SSN Address %Total $ ReceivedRental/Business/Farming Income & Expense Rental/Business/Farming ExpensesLayoutTaxesUtilitiesInterestInsurance Rental/Business/Farming Income Layout (copy)Wages (Forms W-2) Interest (Forms 1099-INT) Dividends (Forms 1099-DIV) Pensions/Annuities/Roth conversions Layout (copy) (copy)Debt cancellation Partnerships & S-corporations (upload K-1) Estates & Trusts State tax refunds K-1 Click or drag a file to this area to upload. What is the estate/trust's state of residence?Did the estate receive earnings from an individual?YesNoDid the estate receive or pay a seller-financed mortgage?YesNoDid the estate receive income from an installment sale?YesNoDid the taxpayer have foreign income or pay any foreign taxes?YesNoHas there been a change in beneficiaries?YesNoHas there been a change in address or fiduciary name?YesNoEstate & Trust Expenses Layout (copy) (copy) (copy)Accounting feesAttorney fees Fiduciary fees Tax preparer fees Layout (copy) (copy) (copy) (copy)Expenses for maintaining property held by estate Amount paid for charity (bring list) Mortgage interest Other interest paid Estate & Trust ExpensesLayout (copy) (copy) (copy) (copy)Repairs and maintenanceInvestment advisory fees Safe deposit box Wages paid from W-2s Interest Income LayoutName of Payer Amount1099-INTs Click or drag a file to this area to upload. Upload 1099-INTsDividend Income Layout (copy)Name of Payer (copy)Amount (copy)1099-DIVs Click or drag a file to this area to upload. Upload 1099-DIVsLayoutDescription of Property sold Date purchased Purchase price Date Sold 1099-B Click or drag a file to this area to upload. Upload 1099-B and/or 1099-S1099-S Click or drag a file to this area to upload. Nontaxable Income Layout (copy) (copy)Name of PayerAmount Submit
